The consumer continues to astound. To spend, to consume, to buy more and more stuff at a time when savings … More
Category: Uncategorized
Sticky
It’s the time of year for the much anticipated slew of sell-side strategists ‘year-ahead’ pieces, whereby the turning of the … More
Flows
Lots of focus this week, in the UK at least less so, perhaps, in the canteen at Twitter, on the … More
Morale
Throaty cheers may well echo down the corridors of the Eccles building as news of another round of job cuts … More
Squeeze
The violence of the moves across asset prices post the ever-so-slightly-softer CPI print last week, reeked of a squeeze; a … More
Gold
Watch what they do, not what they say. Central Banks have been on a hawkish footing all year, out jawboning … More
USD
As headlines bulge with news of mid-term elections, high-tiding politicians trading climate focused soundbites across the sun loungers of Sharm … More
Housing
House prices are falling. That house prices have spent the past few decades going up, latterly as Central Banks ladled … More
Shortages
With the newswires as grim as they are there is a risk of a widespread shortage of fun. Laughter. Mischief. … More
Hiking
As markets continue to be in thrall to the posturing and barbed rhetoric of Central Bankers, investors hop from foot … More